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iShares Lehman Short Treasury Bond shares owned by Forum Financial Management

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in iShares Lehman Short Treasury Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Short Treasury Bond held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 32k 110.54
2023-12-31 $3.0M 27k 110.13
2023-09-30 $3.2M 29k 110.47
2023-06-30 $3.3M 30k 110.45
2023-03-31 $2.0M 18k 110.50

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View all positions for Forum Financial Management

Top funds holding iShares Lehman Short Treasury Bond

BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
UBS Group
Betterment
LPL Financial
Banco Bilbao Vizcaya Argentaria
Jpmorgan Chase & Co
Envestnet Asset Management
Bank of Nova Scotia
Royal Bank of Canada
Divergent Wealth Advisors
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding iShares Lehman Short Treasury Bond